Case Manager Scheduled Queries

Scheduled Queries is a new feature since INDICA 11.0.0 and can be found underneath the Process menu item within the manage interface. Within this page an overview will be shown of the current (in)active scheduled queries within the case. It’s possible to have a custom scheduled queries or a scheduled “query” on a business rule.

Scheduled Query Table

Within the table it’s possible to do a few things:

  • Activate / Deactivate queries

    By clicking the switch at the “Active” column, it’s possible to activate or deactivate the scheduled query. How often the scheduled query runs is shown next to switch.

  • Actions

    Within the table it’s possible to edit or delete an existing query by clicking the corresponding icons.

Adding Scheduled Query

A scheduled query can be added by clicking on the green Add New button. This will open up a modal with a form to fill in.

  • Active

    Whether you want the scheduled query to be active or not.

  • Type

    There are two possibilities here. You can either choose a business rule or go for a custom query.

  • Name

    Pick a name for your scheduled query so you can identify it.

  • Query / Business Rule

    This option depends on what you picked by Type. Type in your custom query or choose a business rule out of the list.

  • Action

    Pick which action you want the scheduled query to perform. You can choose tag or export.

  • Parameters

    This option depends on what you picked by Action. You can either select the tag(s) you wish the scheduled query to tag, or type in the fields you wish to export.

  • Recurrence

    How often you want the scheduled query to tag documents or export your fields.

    Caution

    Please keep in mind that it’s highly advised not to schedule heavy queries too often.